Edinburgh Worldwide to undergo restructure following poor performance
Baillie Gifford is to change the £630m trust’s investment policy after its share price halved in three years
global equities
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RLAM hires former Aviva Investors global equities trio
Richard Saldanha, Francois de Bruin and Matt Kirby join RLAM, while Mike Fox has been named as head of equities
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Alex Illingworth’s new firm makes first acquisition
The former Artemis manager bought the £60.6m Vermeer Global fund
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Capital Group releases OEIC version of New Perspective fund
US-domiciled version of the fund was first launched in 1973
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bfinance: Less than 30% of global managers beat the market in Q2
They lagged the global index by 4.5 percentage points despite taking markedly more risk
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Stonehage Fleming’s Smit: The five factors that will drive returns in H2
Investors should keep a keen eye on the US market over the coming six months, writes Gerrit Smit
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AllianzGI’s Maisonneuve: Why China still has a place in portfolios despite tariff threat
Global CIO equity discusses the outlook for EVs and Chinese equities amid ongoing volatility
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Morgan Stanley IM: The headwinds and tailwinds dominating the next half of 2024
A weakening dollar, downturn in equities, and commanding fiscal policy could steer markets for the rest of the year, writes Jim Caron
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Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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The biggest themes driving markets over the next three years
In an increasingly unforeseeable world, there are some predictable themes pushing the direction of global markets
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LSEG: ETF assets increase to $12.5trn in May
ETFs reported fresh inflows of $124.2bn throughout the month
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Stephen Yiu: The biggest misconceptions about Blue Whale Growth
The managing partner and CIO explains the fund is not a tech mandate, nor a growth-style fund
